Estate Planning Questionnaire

Transcription

1 How did you hear about us? GRISSOM LAW, LLC Medlock Bridge Road Suite 215 Johns Creek, GA Estate Planning Questionnaire I. GENERAL INFORMATION Full name Other names known by Date of birth Social Security number Home telephone number Mobile telephone number Work telephone number Home mailing address County of Residence address Have you made a will, signed a trust, powers of attorney, or other estate planning document before?* Have you entered into a pre- or postnuptial agreement?* Are you married? If so, Spouse's Name Have you been married before? Do you anticipate receiving an inheritance? Approximate size? Are you a trust beneficiary?* Do you own property located in another state?* Would you like your executed documents to be maintained in the Grissom Law, LLC safe? About You * If you answered "yes" to any of these questions, please bring a copy of the prior will, nuptial agreement, separation agreement, decree of dissolution, trust agreement, or other applicable document with you to our initial meeting

2 Children Full Names Sex (Male/Female) Date of Birth H/W/Both II. BENEFICIARIES When we meet to discuss your estate planning, I will review with you in detail the various ways property can be distributed upon your death. For now, however, please list the names of the person, groups of persons, or entities (including charitable organizations) that you would like to benefit from your estate upon your death. Who do you wish to leave your estate to?

3 Specific beneficiaries. List the persons or entities to which you wish to make gifts of cash or real property upon your death. (We will include a memo provision for personal property.) Name Gift Residuary beneficiaries. List the persons or entities to which you wish to leave the remainder of your estate after specific bequests are made. Name Portion of your Estate to leave to this individual

4 III. FIDUCIARIES In the course of your estate planning, you will be required to select fiduciaries, which are individuals or entities entrusted to act on your behalf in some capacity, such as to administer assets of your estate upon your death, to administer trust assets on behalf of beneficiaries, to make health decisions for you if you are unable to make those decisions yourself, or to take care of your minor children in the event that you are unable to do so. Below, I have asked you to supply names and addresses for the persons whom you have selected for such fiduciary positions. In addition, please list the appointed fiduciary's relationship to you. When choosing a fiduciary, please note that it is often appropriate for a surviving spouse to act in such capacity and that you can name more than one person to act as a fiduciary. If you are having trouble choosing fiduciaries, feel free to skip over this section. I will go over each fiduciary position in detail when we meet to discuss your estate planning. Personal representative: Often called an "executor," a personal representative has broad powers to administer and distribute your property after your death. Please list their names and City/State. Personal Representative Name, Address, Phone Number Successor Personal Representative Second Successor Personal Representative Trustee: A trustee is a person or entity who administers and distributes property held in a trust. A trust may be established under your will for a variety of purposes such as for tax purposes or for the purpose of administering property that would otherwise pass outright to minor children. Please list their names and City/State. Trustee Name, Address, Phone Number Successor Trustee Guardian: A guardian is a court approved individual who makes decisions regarding a minor child's support, care, education, health, and welfare. Please list their names and City/State. Guardian Successor Guardian

5 Agent with financial power of attorney : An agent with financial power of attorney is a person authorized to make financial decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions for yourself while you have capacity or to make those decisions for you in the event that you are incapacitated. Agent Phone: Successor Agent Phone: Agent with medical power of attorney: An agent with medical power of attorney is a person authorized to make medical and healthcare decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions for you in the event that you are incapacitated. Agent Home Phone: Work Phone: Mobile Phone: Successor Agent Home Phone: Work Phone: Mobile Phone: 2 nd Successor Agent Home Phone: Work Phone: Mobile Phone:

6 IV. ASSETS Please list the value of the following assets owned by you, by your partner, or jointly. It is not necessary to provide the exact value of each asset; an approximation or average balance is sufficient. If you have any questions about the information requested below, please feel free to make a note and I will discuss it with you in detail when we meet. JOINT with anyone Value or NAMED Beneficiary? Cash Checking Accounts Savings Accounts CD s Money Market Funds Stocks and Stock Funds Taxable Bonds / Bond Funds Retirement Funds Beneficiaries 401K Plan Beneficiaries IRA s Beneficiaries Keoghs Beneficiaries Annuities Beneficiaries Primary Residence Secondary Residence Other Real Estate Copyrights, Royalties, Patents, Trademarks, and other Tangible Rights Life Insurance Beneficiaries Long Term Care Insurance Motor Vehicles Boats Aircrafts Sports and Hobby Equipment Household Possessions (Antique, artwork,

7 jewelry, collections, etc.) Interests in Trusts Family Business Other Business Interests Property subject to a power of appointment Other TOTAL ASSETS V. Liabilities Real Estate Mortgage Auto Loans Business Loans Educational Loans Other Long Term Debt Personal Loans Other Short-term debt Questions for Attorney:

Estate Planning Questionnaire (Compiled by the University of Colorado American Indian Law Clinic) i I. General Information 1. Full name: 2. Nickname, maiden name, or other names used: 3. Marital status:

ESTATE PLANNING WORKSHEET Please complete the following worksheet and mail it to my office prior to our initial meeting, or e-mail it, or bring it with you. At the end of the worksheet is a list of documents

Confidential Estate Planning Questionnaire Single Person This questionnaire is designed to help me evaluate your unique situation and create an estate plan that addresses your specific needs. Effective

I. Client Information ESTATE PLANNING QUESTIONNAIRE Date: : Yes No First Middle Last U.S. Citizen? How would you like your name to read on your estate planning documents? Other s Known By Date of Birth

THE RICE LAW FIRM, PLLC Fax: (281) 601-4870 Email: ricelawhouston@gmail.com Email: ricelawthewoodlands@gmail.com ESTATE PLANNING QUESTIONNAIRE FOR MARRIED COUPLE If you are interested in preparation of

ESTATE PLANNING WORKSHEET The worksheets on the following pages comprise an informationgathering vehicle to assist you in preparing to meet with the attorney who will draft your estate planning documents.

1 Member National Academy of Elder Law Attorneys Member Special Needs Trust Alliance ** Certified Elder Law Attorney by the National Elder Law Foundation www.specialneedsalliance.com LAW OFFICES OF BRADLEY

ESTATE PLANNING QUESTIONNAIRE Please complete this form to the best of your ability and bring it with you to our initial meeting. Your cooperation in this regard will make your appointment more productive

CHAYET, DAWSON & DANZO, LLC PROBATE ADMINISTRATION QUESTIONNAIRE ESTATE OF : COUNTY OF PROBATE: DATE OF DEATH: SOCIAL SECURITY #: DATE OF BIRTH: UNITED STATES CITIZEN: YES NO. IF NO, WHAT COUNTRY TRUSTEE:

Starting to Plan Your Estate Large or small, whatever the size of your estate, it is important to plan. If you do not have a will, a court will select your heirs and distribute your property as prescribed

INDIVIDUAL ESTATE PLANNING QUESTIONNAIRE Virginia L. Ross, P.C., Attorney at Law 503-292-7674 / RossLawOffice@Comcast.Net FAMILY INFORMATION Please complete the following as thoroughly as possible. You

ESTATE PLANNING WORKSHEET Single Individuals Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents.

STATUTORY DURABLE POWER OF ATTORNEY NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, SUBTITLE P, TITLE 2, ESTATES CODE. IF YOU

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Part I: Personal and Family Information 1. Your General Information Your Full Name Your Date of Birth Your Place of Birth Your State of Residency s Full Name s Date of Birth s Place of Birth s State of

Member National Academy of Elder Law Attorneys Member Special Needs Trust Alliance ** Certified Elder Law Attorney by the National Elder Law Foundation www.specialneedsalliance.com LAW OFFICES OF BRADLEY

Estate Planning Questionnaire Instructions: Please complete the Estate Planning Questionnaire to the best of your ability and knowledge. All information contained within will be held in strict confidence.

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ESTATE PLANNING INFORMATION FORM This form is designed to provide me with the basic information necessary to prepare your last will and testament, a financial power of attorney, a medical directive ( living

CAUSE NO. IN THE MATTER OF IN THE DISTRICT COURT THE MARRIAGE OF _ AND JUDICIAL DISTRICT _ AND IN THE INTEREST OF, MINOR CHILDREN COUNTY, TEXAS INVENTORY AND APPRAISEMENT OF, Petitioner/Respondent, submits

ESTATE PLANNING PERSONAL AND FINANCIAL QUESTIONNAIRE If you and you spouse will have different estate plans, then each must complete a separate questionnaire GENERAL INFORMATION DATE: 1. Marital Status:

LONG-TERM CARE PLANNING QUESTIONNAIRE Please complete this form to the best of your ability and bring it with you to our initial meeting. Your cooperation in this regard will make your appointment more

THE IOWA STATE BAR ASSOCIATION Official Form No. 120 FOR THE LEGAL EFFECT OF THE USE OF THIS FORM, CONSULT YOUR LAWYER IOWA STATUTORY POWER OF ATTORNEY 1. POWER OF ATTORNEY This power of attorney authorizes

FINANCIAL & ESTATE PLANNING ORGANIZER Blank FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in

This organizer is designed to assist you, the personal representative, in gathering the information required for preparation of the appropriate estate and inheritance tax returns. Please complete the organizer

Before meeting with your lawyer or notary to create your Will, use this Will Planning Guide. The information in this guide will assist your discussion with your lawyer/notary. Please note that this document

INVENTORY AND APPRAISEMENT OF, files this inventory and appraisement of all assets and liabilities, community and separate estates, as follows: COMMUNITY PROPERTY 1. REAL PROPERTY (including any property

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ALABAMA POWER OF ATTORNEY FORM (in accordance to Alabama Code Section 26-1A-301) IMPORTANT INFORMATION This power of attorney authorizes another person (your agent) to make decisions concerning your property

Appendix A ESTATE PLANNING CHECKLIST This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more

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Lifetime Income Financial Evaluation Client Name We will hold in the strictest confidence the information collected and entered in this document, other documents, and computerized software programs. We

STATE OF COLORADO STATUTORY FORM POWER OF ATTORNEY (effective January 1, 2010) IMPORTANT INFORMATION This power of attorney authorizes another person (your agent) to make decisions concerning your property

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State of West Virginia STATUTORY FORM POWER OF ATTORNEY IMPORTANT INFORMATION This power of attorney authorizes another person (your agent) to make decisions concerning your property for you (the principal).

ESTATE PLANNING QUESTIONNAIRE Please bring a piece of photo ID to the meeting, as the Law Society requires us to take a copy of photo identification of all of our clients. COMMUNICATION: How do you wish

ESTATE PLANNING WORKSHEET Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents. Preparation of

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ESTATE PLANNING INFORMATION I PERSONAL AND FAMILY DATA A. Husband Husband's Name: (First) (Middle) (Last) Social Security Number Home Phone Employer Business Address Business Phone Place of Birth: U.S.

This organizer is designed to assist you, the personal representative, in gathering the information required for preparation of the appropriate estate and inheritance tax returns. Please complete the organizer

Estate Planning Questionnaire INSTRUCTIONS: In order to properly advise you in planning your estate and drafting your w ill and related documents I need to have a w ide range of information about you and

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